Amazon reported its third-quarter 2025 earnings Thursday, revealing revenue rose 13% for the June-September period.
For the AWS segment, Amazon saw a 20% increase compared to Q3 2024 with revenue at $33 billion.
Wall Street forecast earnings per share (EPS) of $1.56 on $177.8 billion in revenue, according to analyst consensus data provided by LSEG. Amazon reported adjusted EPS of $1.95 on $180.2 billion in revenue.
Per Amazon, “Operating income was $17.4 billion in the third quarter, compared with $17.4 billion in third quarter 2024. Third quarter 2025 operating income includes two special charges—$2.5 billion related to a legal settlement with the Federal Trade Commission and $1.8 billion in estimated severance costs primarily related to planned role eliminations. Without these charges, operating income would have been $21.7 billion.”
“We continue to see strong momentum and growth across Amazon as AI drives meaningful improvements in every corner of our business,” Amazon CEO Andy Jassy said in a letter to shareholders. “AWS is growing at a pace we haven’t seen since 2022, reaccelerating to 20.2% YoY. We continue to see strong demand in AI and core infrastructure, and we’ve been focused on accelerating capacity – adding more than 3.8 gigawatts in the past 12 months. In Stores, we continue to realize the benefits of innovating in our fulfillment network, and we’re on track to deliver to Prime members at the fastest speeds ever again this year, expand same-day delivery of perishable groceries to over 2,300 communities by end of year, and double the number of rural communities with access to Amazon’s Same-Day and Next-Day Delivery.”
More to come…
